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Nvidia's $2 Billion Synopsys Investment Makes 2025's Top AI Deals (Full List, Ranked)
Forbes· 2025-12-01 18:40
ToplineNvidia on Monday announced a $2 billion investment into Synopsys as part of a broader partnership with the chip software maker, ranking among the largest deals surrounding AI this year, as Wall Street anticipates global spending to accelerate in the coming years. Several multibillion-dollar deals have been announced this year.Getty ImagesKey FactsGlobal annual AI spending is expected to swell to $375 billion by the end of the year before topping $3 trillion annually by 2030, according to projections ...
Intel Stock Powers Higher On Apple Deal Buzz — A Potential Turning Point For US Chipmaking?
Benzinga· 2025-12-01 17:33
Intel Corp (NASDAQ:INTC) looks ready for a second act — and this time, it might be playing under America's home-field advantage. With whispers growing louder that Apple Inc (NASDAQ:AAPL) could outsource production of its entry-level M-series chips to Intel by 2027, the stage seems set for a major realignment in global chip supply chains. Intel stock has been riding a four-month rally now, it’s longest such rally since 2021. The Apple deal, if it goes through, could supercharge the stock further up.Track INT ...
取代GPU!量子计算将是AI泡沫的终结者
Xin Lang Cai Jing· 2025-12-01 14:28
11月30日消息,据报道,英特尔前首席执行官帕特·基辛格(Pat Gelsinger)近日接受采访时,对当前人 工智能热潮提出不同看法。他认为,AI产业的快速膨胀可能因"量子技术的重大突破"而面临泡沫破裂, 并预言量子计算机将比市场预期更早成为主流。 量子计算将加速AI泡沫破裂 基辛格将传统运算、AI运算与量子运算并称为"运算领域的神圣三位一体"。尽管英伟达首席执行官黄仁 勋曾表示量子计算普及至少还需二十年,基辛格却认为这一进程可能仅需两年左右。 他进一步指出,AI泡沫虽不会立即破裂,但量子技术的突破将成为关键转折点,并预计当前AI产业依 赖的GPU芯片将在本世纪末前逐步被量子技术取代。 对微软与OpenAI合作的看法 (转自:电子技术应用ChinaAET) 特别声明:以上文章内容仅代表作者本人观点,不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 回顾英特尔任职期间的困境 此外,基辛格也回顾了他在英特尔任职期间所面临的困境。他表示,接手公司时意识到英特尔已出 现"比想象中更深、更严重的衰败"。在他回任前的五年中,英特尔"没有任何产品准时交付",基本工程 纪律严 ...
Intel Corp. (INTC) Climbs 10.3% on Apple Deal Hype
Yahoo Finance· 2025-12-01 14:11
We recently published 10 Stocks Racking Up Big Gains. Intel Corporation (NASDAQ:INTC) is one of the top performers of last week. Intel Corporation extended its winning streak to a fifth straight day on Friday, jumping 10.28 percent to finish at $40.56 apiece amid analyst optimism that it could supply Apple Inc.’s lowest-end M-series chips in the next two years. According to TF International Securities analyst Ming-Chi Kuo, his latest industry surveys indicate that “visibility on Intel Corporation (NASDAQ ...
芯海科技:芯海EC芯片均已顺利通过英特尔PCL(平台组件列表)认证
(编辑 袁冠琳) 证券日报网讯 12月1日,芯海科技在互动平台回答投资者提问时表示,芯海EC芯片均已顺利通过英特 尔PCL(平台组件列表)认证,成为首个达到国际行业标准且获得国际认可的大陆EC产品。进入英特 尔PCL列表代表着芯海的EC可以满足英特尔新平台功能及质量要求,达到国际水准,进入传统计算生 态圈,满足计算机产品客户的准入要求。未来公司将继续与英特尔紧密合作,致力于底层芯片与整机系 统的协同创新。 ...
罗唯仁已遁美!
国芯网· 2025-12-01 12:32
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 不拘中国、 放眼世界 ! 关注 世界半导体论坛 ↓ ↓ ↓ 12月1日消息,据台媒报道,台湾地区法院已扣押罗唯仁总价值超过 20 亿元的资产,但知情人士透露, 罗唯仁持有美国护照,已在 10 月赴美! 此案也受到美媒关注,并询问美国政府看法, 美国国务院表示,目前对于这起搜索行动不作评论。 台湾地区检察官经初步查证,认为罗唯仁确有窃取 2nm 机密嫌疑,行为涉犯安全法,将他列 为被告侦办。 台媒表示, 不排除后续传唤罗唯仁到案 。根据台湾地区相关法规,明定如以窃取、侵占、诈 术、胁迫、擅自重制或其他不正方法而取得核心关键技术的营业秘密,或取得后进而使用、 泄漏, 可处 5 年以上 12 年以下有期徒刑 。 ***************END*************** 半导体公众号推荐 近日,台积电前资深副总经理罗唯仁遭爆疑似携带 2 nm制程关键机密,转赴竞争对手英特尔任职,引 发技术泄密疑虑。台湾地区法院 26 日指挥调查局,前往罗唯仁位于台北、新竹的住所搜索,并查扣计 算机、随身碟等相关证物。 半导体论坛百万微信群 加群步骤: 有偿新闻爆料 请添加 ...
Intel's Rumored Apple Deal Won't Save The Company (NASDAQ:INTC)
Seeking Alpha· 2025-12-01 12:22
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
Intel And Apple: What The 18AP Node Could Mean For Investors (NASDAQ:INTC)
Seeking Alpha· 2025-12-01 12:12
Intel ( INTC ) shares jumped a hefty 10% this Friday. It seems the market is getting increasingly more bullish that Intel and Apple ( AAPL ) can come to a deal forI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug development, wh ...
Intel stock holds 10% rise after analyst predicts major Apple deal
CNBC· 2025-12-01 11:37
Intel stock held a sharp hike in pretrading on Monday, after the stock surged on Friday when an analyst predicted the chip giant was nearing a deal to supply Apple in 2027. Shares in Intel rose 10% on Friday after TF International Securities analyst Ming-Chi Kuo posted on X that he expected Intel to begin shipping its lowest-end M processor to Apple as early as second or third quarter 2027. He said that his latest industry surveys indicate that "visibility on Intel becoming an advanced-node supplier to Appl ...